Martyn Davey

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Perspective (North East) Limited

    FRN 150317

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 26 Apr 2024)
    • [FCA CF] Functions requiring qualifications (since 26 Apr 2024)
  • Gallagher Risk & Reward Limited (no longer approved here)

    FRN 184711

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Dec 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2020)
    • CF30 Customer (9 Jan 2015 to 8 Dec 2019)
  • Argentis Financial Planning Ltd (no longer approved here)

    FRN 624277

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2023)
  • Moore Kingston Smith Financial Advisers Ltd (no longer approved here)

    FRN 558116

    • (20)Employed By (14 Mar 2019 to 16 Mar 2020)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (30 Oct 2009 to 4 Jun 2010)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (17 Jul 2008 to 30 Sep 2009)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (1 Nov 2007 to 30 Aug 2008)
    • CF21 Investment Adviser (1 Dec 2004 to 31 Oct 2007)

Recent activity

Updates to this individual's record on the FCA register.

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